SXMAX Mutual Fund Analysis & Holdings | MarketXLS

SXMAX Mutual Fund

NAV$17.21

AUM$85M

TER1.25%

Holdings6

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SXMAX Mutual Fund

NAV$17.21

SEI Asset Allocation Trust - Moderate Strategy Allocation Fund Class F

AUM$85M

TER1.25%

Holdings6

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare SXMAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SXMAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SXMAX Mutual Fund Overlap Analysis

SXMAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

SXMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, SXMAX may share significant positions with broad-market funds.

SXMAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SXMAX tax-loss harvesting finds highly correlated but non-identical funds.